Kovitz Investment Group Partners’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1M | Buy |
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|
2025
Q1 | $18.9M | Buy |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $20M | Buy |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $3.27M | Buy |
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|
2023
Q4 | $534K | Sell |
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|
2023
Q3 | $570K | Buy |
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|
2023
Q2 | $730K | Sell |
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|
2023
Q1 | $841K | Sell |
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|
2022
Q4 | $987K | Buy |
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|
2022
Q3 | $922K | Sell |
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|
2022
Q2 | $934K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.67M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.66M | Sell |
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|
2020
Q3 | $1.51M | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $1.78M | Buy |
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|
2019
Q3 | $1.71M | Sell |
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|
2019
Q2 | $1.7M | Sell |
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|
2019
Q1 | $1.8M | Sell |
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|
2018
Q4 | $2.17M | Sell |
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|
2018
Q3 | $2.2M | Sell |
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|
2018
Q2 | $2.25M | Sell |
|
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|
2018
Q1 | $2.28M | Sell |
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|
2017
Q4 | $2.41K | Sell |
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|
2017
Q3 | $2.38M | Sell |
|
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|
2017
Q2 | $2.29M | Sell |
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|
2017
Q1 | $2.44M | Sell |
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|
2016
Q4 | $3.61M | Sell |
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|
2016
Q3 | $3.76M | Sell |
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|
2016
Q2 | $4.01M | Sell |
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|
2016
Q1 | $3.8M | Buy |
|